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Posts Tagged ‘earnings’

Saturday Night Quarterback says (on a Sunday), for the week ahead expect…

... tech earnings and more tech earnings. With no distraction from Fed speak--since the Federal Reserve went into its usual quiet period Saturday ahead of its July 31 meeting. The first few days of the week are quiet. And then earnings go into high gear. All of that is capped on Friday with the release […]

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82% of companies have cut earnings guidance for the second quarter–is this more than just the usual “set the bar” low?

The forecast from earnings observers such as FactSet is that second quarter earnings will show a 2.5% drop from last year. So what does the average, reasonably smart CEO do? He or she goes to the Wall Street playbook and cuts guidance so that when earnings are actually reported, the company can beat estimates. Second […]

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Can earnings be the catalyst to take markets higher? Not this quarter, at least

Join me on my search for the elusive catalyst that could take U.S. stocks higher from what is already an all-time high. Quiet, though, catalysts can be very shy. Peaking through the bushes surrounding the water hole, I can see signs of company earnings. The big banks, Goldman Sachs (GS), JPMorgan Chase (JPM), and Wells […]

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Cisco earnings on May 16 powered the market; Cisco gained 6.66% on the day and another 0.75% today, May 17

Yesterday, May 16, earnings from Cisco Systems (CSCO) and Wal-Mart (CSCO) before the open powered U.S. stocks higher to start the day. So what did Cisco say? (I reported on Wal-Mart in a post yesterday that you'll find in your email today.) Cisco reported earnings per share of 78 cents for the company's fiscal third […]

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Wal-Mart earnings today, May 16, send U.S. stocks higher

Today, May 16, earnings from Wall-Mart (WMT) and Cisco Systems (CSCO) before the open powered U.S. stocks higher to start the day. So what did Wal-Mart say? (I'll report on Cisco in another post.) Before the markets opened in New York, Wal-Mart reported first quarter earnings of $1.13 a share (excluding one-time items.) That was […]

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Saturday Night Quarterback says, For the week ahead expect…

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Earnings season draws to a close–with another (slight) warning

As of this morning, more than 75% of the companies in the Standard & Poor's 500 stock index have reported fourth quarter earnings. As per usual, the bulk of companies have beaten Wall Street earnings estimates. (This is just a game that Wall Street and CEOs play.) But the degree of the beat falls short […]

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Saturday Night Quarterback says, on a Sunday, for the week ahead expect…

...earnings from big name market movers such as Apple (AAPL) and Amazon (AMZN) to be more important market drivers than the Federal Reserve meeting, the resumption of China trade talks, and the January jobs report. That's quite a bit of macro news, but I think earnings reports from these stocks have the ability to cut […]

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Great day for chip stocks–and then Intel misses

Today's regular session was great for chip stocks. The VanEck Vectors Semiconductor ETF (SMH) was up nearly 6% on the day powered by earnings beats for the quarter from Texas Instruments (TXN) up 6.5%; Xilinx (XLNX) up 17.5%; and Lam Research (LRCX) up 14.8%. And then, after the market close, Intel (INTC) reported fourth quarter […]

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“Lower guidance” a theme for tech earnings this afternoon

Most of the major U.S. stock indexes clawed their way back into the green after a mid-day journey into the red. The Standard & Poor's 500, for example, closed the day up 0.22% (at 2638) from the Tuesday close. But that was still below the 2641 the index began trading at this morning. U.S. stocks […]

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